SPG vs. PEP
Compare and contrast key facts about Simon Property Group, Inc. (SPG) and PepsiCo, Inc. (PEP).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPG or PEP.
Correlation
The correlation between SPG and PEP is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SPG vs. PEP - Performance Comparison
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Key characteristics
SPG:
0.57
PEP:
-1.24
SPG:
0.96
PEP:
-1.70
SPG:
1.14
PEP:
0.80
SPG:
0.65
PEP:
-0.83
SPG:
2.33
PEP:
-1.95
SPG:
6.81%
PEP:
12.48%
SPG:
26.32%
PEP:
19.63%
SPG:
-77.00%
PEP:
-40.41%
SPG:
-12.02%
PEP:
-29.24%
Fundamentals
SPG:
$61.45B
PEP:
$178.84B
SPG:
$7.26
PEP:
$6.79
SPG:
22.48
PEP:
19.21
SPG:
4.72
PEP:
2.33
SPG:
10.32
PEP:
1.97
SPG:
18.33
PEP:
9.84
SPG:
$4.52B
PEP:
$91.52B
SPG:
$3.48B
PEP:
$50.10B
SPG:
$3.32B
PEP:
$16.57B
Returns By Period
In the year-to-date period, SPG achieves a -4.06% return, which is significantly higher than PEP's -13.46% return. Over the past 10 years, SPG has underperformed PEP with an annualized return of 3.93%, while PEP has yielded a comparatively higher 6.15% annualized return.
SPG
-4.06%
10.49%
-6.64%
16.07%
31.61%
3.93%
PEP
-13.46%
-9.50%
-19.62%
-25.04%
2.36%
6.15%
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Risk-Adjusted Performance
SPG vs. PEP — Risk-Adjusted Performance Rank
SPG
PEP
SPG vs. PEP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Simon Property Group, Inc. (SPG) and PepsiCo, Inc. (PEP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
SPG vs. PEP - Dividend Comparison
SPG's dividend yield for the trailing twelve months is around 5.06%, more than PEP's 4.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPG Simon Property Group, Inc. | 5.06% | 4.70% | 5.22% | 5.87% | 3.66% | 7.04% | 5.57% | 4.70% | 4.16% | 3.66% | 3.11% | 2.74% |
PEP PepsiCo, Inc. | 4.17% | 3.52% | 2.92% | 2.51% | 2.45% | 2.71% | 2.77% | 3.25% | 2.64% | 2.83% | 2.76% | 2.68% |
Drawdowns
SPG vs. PEP - Drawdown Comparison
The maximum SPG drawdown since its inception was -77.00%, which is greater than PEP's maximum drawdown of -40.41%. Use the drawdown chart below to compare losses from any high point for SPG and PEP. For additional features, visit the drawdowns tool.
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Volatility
SPG vs. PEP - Volatility Comparison
The current volatility for Simon Property Group, Inc. (SPG) is 6.62%, while PepsiCo, Inc. (PEP) has a volatility of 7.26%. This indicates that SPG experiences smaller price fluctuations and is considered to be less risky than PEP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
SPG vs. PEP - Financials Comparison
This section allows you to compare key financial metrics between Simon Property Group, Inc. and PepsiCo, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
SPG vs. PEP - Profitability Comparison
SPG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Simon Property Group, Inc. reported a gross profit of 1.34B and revenue of 1.58B. Therefore, the gross margin over that period was 84.8%.
PEP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, PepsiCo, Inc. reported a gross profit of 9.99B and revenue of 17.92B. Therefore, the gross margin over that period was 55.8%.
SPG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Simon Property Group, Inc. reported an operating income of 835.75M and revenue of 1.58B, resulting in an operating margin of 52.8%.
PEP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, PepsiCo, Inc. reported an operating income of 2.58B and revenue of 17.92B, resulting in an operating margin of 14.4%.
SPG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Simon Property Group, Inc. reported a net income of 668.07M and revenue of 1.58B, resulting in a net margin of 42.2%.
PEP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, PepsiCo, Inc. reported a net income of 1.83B and revenue of 17.92B, resulting in a net margin of 10.2%.